Delighted Security Briefing — User Security Training

In this section:

7 steps to safer surveys

A. Signing in.
B. Restoring forgotten passwords.
C. Changing your account's email address.
D. Setting up and disconnecting from SSO.
E. Changing passwords.
F. Enabling and disabling 2-step authentication.
G. Signing out.

A word about User restrictions (Admin, Standard & Limited)

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This training will focus on what you can do, as a Limited, Standard, or Admin user, to safeguard the integrity of your research data and the security of your organization's projects.

It starts with the basics:

A	Signing in
B	Restoring forgotten passwords

The discussion will then shift to our enhanced security options → located in the "Personal details" section of the Account page:

C	Changing your email address
D	Setting up and disconnecting from SSO
E	Changing passwords
F	Enabling or disabling 2-step security
G	Signing out

A word about User restrictions (Admin, Standard & Limited)

Assigning user roles provides security at the project level. User settings are found under the "Users" tab on the Account page.

It’s important to understand what your own user restrictions are. Let's rehearse the parts each Delighted user type plays as if they were the members of an orchestra. To wit:

Admin users	Powerful conductors — with full access to the Delighted account and to all projects. (Admins are the overall directors of your Delighted program)
Standard users	Musicians in the orchestra — with complete, per-project access to their assigned parts. (Standard users are your survey virtuosos.) Standard users can’t add new users or projects, set up custom sending domains, or adjust account billing
Limited users	Audience members — who become consumers of research only. Limited users have all the same restrictions of Standard users, plus they can’t customize or send out surveys

🎶 Learn how to set User level restrictions in Applying Admin, Standard, and Limited user status levels

It doesn’t get more basic than logging in. That said, there are enhanced security options to consider—like deploying SSO, or getting locked out after multiple login attempts. (So let’s go to basics for a second.)

1

Go to Delighted.com

2

Click "Sign in"

3

Enter your sign in credentials:

A	Enter the email address associated with your Delighted account → followed by your password → then click "Sign in"
B	On the sign in page, select your SSO "Sign in" → choosing either Google or Apple. (If you have not set up SSO, don't worry, we'll cover that below)

🎶 You will get three password attempts before the system locks you out for an hour, which is never fun. (Sorry about that.)

B. Restoring forgotten passwords

If you forget your password (which is bound to happen eventually):

1

Select “Forgot your password?” → seen in the Sign in screen

Enter your email
A password reset email will be sent to your assigned Delighted email account
Read the instructions and click the "Reset your password" link found in the email

2

Click the "Keep me signed in" box → to facilitate a quicker return to Delighted

3

Finish by clicking "Sign in"

C. Changing your account's password

To change the email address assigned to your account:

1: Open the "Personal details" section of the Account page
2: Click the "Change email address" box → and enter the new email address
3: Click "Save"

D. Setting up and disconnecting from SSO

SSO (Single Sign On) allows a single ID and password to authenticate multiple apps and websites with one set of credentials, such as a Google or Apple login.

Why SSO?

SSO can make signing in more convenient

SSO provides a double layer of security by layering a trusted security protocol (i.e., Google or Apple) on top of Delighted security

To set up SSO:

1: Open the "Personal details" section of the Account page
2: Choose Email address

🎶 Here's a hack if you are juggling projects in multiple Accounts. Quickly look up you project's active email address on the "Personal details" page so you don't accidentally meddle in the wrong Account.

3: Select "Connect with Google" (or "Connect with Apple")
4: Log into your Google/Apple account first. Once authenticated, you will be redirected back to your Delighted account
5: The linked email address will appear above a new Disconnect from Google/Apple button. Additionally, you will see a banner letting you know that the Delighted login has been associated with your Google (or Apple) login, as seen above.

To disconnect from SSO

6: To disconnect from SSO, click Disconnect from Google or Disconnect from Apple and that will be the end of it.
7: To disconnect from SSO, click Disconnect from Google or Disconnect from Apple and that will be the end of it.
8: To disconnect from SSO, click Disconnect from Google or Disconnect from Apple and that will be the end of it.

E. Changing passwords

Delighted makes updating passwords a snap. The main caveat is that the password must be 10 characters or longer. It's up to you to decide on the use of special characters, capitalization, and numbers in a new password. (Consider upper and lower case letters, numbers, and special characters.)

To change your password:

1: Click "Account" → "Personal details"
2: Click "Change password"
3: Enter your current password
4: Enter your new password. (Click the "blue eye" to see what you’re typing!)
5: Click "Save changes"

F. Enabling and disabling 2-step authentication

2-step security slaps another level of security on your team’s research projects, requiring both a password and a mobile phone (to receive a 4-digit code) before users can sign in. Also called 2-factor authentication or 2FA, this level of safety may be required by your organization’s security policies. By tying a login to a personal phone number, 2FA makes certain that the person trying to access your account is actually who they say they are. (This should make you rest easy.)

Doing the 2-step!

As you accept invitations to join projects, you’ll see a suggestion from Delighted to set up 2-step authentication. This is your cue to set up 2-step. It only takes a few seconds, so go for it!

To set up 2-step security:

1: Click "Account" → "Personal details"
2: Choose 2-step security
3: Click Turn on 2-step security
4: Select your Country code and enter your mobile phone number
5: Select three security questions and enter the answers to each🎶 You will be prompted to answer these recovery questions in case you lose access to your phone or have trouble receiving Delighted text messages.
6: Click Send verification code. (Hit Cancel if you want out)
7: Check your phone messages and capture the code
8: Enter the code in the four boxes. (Hurry! The process is time sensitive.)
9: If the boxes shake (literally shake!) and reject the code (which happened to us the first time we tried) click “Didn’t receive a code?” and snag a new set of digits from your messages.
10: When finished, you will be told how "Great!" you are. (Which is true of all Delighted users. We don’t want to play favorites.)